Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSNX (PRINCIPAL LIFETIME 2025 FUND R-1) | NA | 11.94% | -2.75% | 1.96% | 3.53% | 5.52% | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSNX (PRINCIPAL LIFETIME 2025 FUND R-1) | 03/05/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 11.94 | -2.75 | 1.96 | 3.53 | 5.52 | NA | … | … | 9.04 | 10.09 | -20.82 | 4.48 | 8.92 | 19.43 | -7.19 | 15.74 | 5.04 | -2.00 | 4.08 | 17.44 | 14.23 | -2.62 | 14.08 | 25.83 | -30.02 |
| Sharpe Ratio | NA | 0.77 | -0.66 | -0.04 | 0.19 | NA | NA | … | … | 0.46 | 0.74 | -1.55 | 0.46 | 0.48 | 2.63 | -0.88 | 3.47 | 0.52 | -0.21 | 0.52 | 2.08 | 1.52 | -0.14 | 0.94 | 1.19 | -1.08 |
| Standard Deviation(%) | NA | 7.02 | 10.88 | 12.16 | 10.42 | NA | NA | … | … | 6.65 | 7.99 | 14.40 | 9.73 | 18.15 | 6.85 | 9.64 | 4.37 | 9.36 | 9.67 | 7.86 | 8.38 | 9.43 | 18.29 | 14.81 | 21.70 | 33.10 |
| Draw Down(%) | NA | 3.57 | 24.52 | 25.60 | 25.60 | NA | NA | … | … | 3.57 | 7.69 | 20.97 | 8.16 | 23.34 | 3.35 | 13.98 | 1.35 | 8.17 | 9.71 | 6.10 | 6.86 | 8.12 | 17.93 | 11.89 | 22.02 | 44.45 |
| Yield(%) | 0.00 | 1.32 | 1.19 | 2.17 | 3.39 | 4.25 | 2.79 | … | … | 0.00 | 1.41 | 0.89 | 1.83 | 1.02 | 6.90 | 4.78 | 4.44 | 2.96 | 7.31 | 5.56 | 5.57 | 3.90 | 1.81 | 3.06 | 2.07 | 1.24 |
Data as of 11/25/2024, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSNX (PRINCIPAL LIFETIME 2025 FUND R-1) |
-4.48%
Apr 2021 – Apr 2024 |
-0.02%
Dec 2017 – Dec 2022 |
2.64%
Oct 2013 – Oct 2023 |
3.21%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSNX (PRINCIPAL LIFETIME 2025 FUND R-1) |
21.18%
Feb 2009 – Feb 2012 |
17.28%
Feb 2009 – Feb 2014 |
10.56%
Feb 2009 – Feb 2019 |
7.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart